Morgan Stanley
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Morgan Stanley’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Morgan Stanley’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
249,232
+22,123
+10% +$1.03M ﹤0.01% 3457
2025
Q4 		$10.5M Sell
227,109
-82,716
-27% -$3.86M ﹤0.01% 3564
2025
Q3 		$14.5M Buy
309,825
+14,481
+5% +$669K ﹤0.01% 3204
2025
Q2 		$13.6M Buy
295,344
+245,245
+490% +$11.2M ﹤0.01% 3156
2025
Q1 		$2.31M Sell
50,099
-20,223
-29% -$922K ﹤0.01% 4507
2024
Q4 		$3.18M Buy
70,322
+6,762
+11% +$311K ﹤0.01% 4354
2024
Q3 		$3.01M Sell
63,560
-56,637
-47% -$2.64M ﹤0.01% 4363
2024
Q2 		$5.46M Sell
120,197
-37,243
-24% -$1.68M ﹤0.01% 3805
2024
Q1 		$7.22M Sell
157,440
-675,536
-81% -$31M ﹤0.01% 3599
2023
Q4 		$38.8M Buy
832,976
+511,655
+159% +$22.9M ﹤0.01% 2719
2023
Q3 		$14.2M Buy
321,321
+51,878
+19% +$2.35M ﹤0.01% 2797
2023
Q2 		$12.4M Buy
269,443
+237,122
+734% +$11.1M ﹤0.01% 2952
2023
Q1 		$1.52M Buy
32,321
+15,313
+90% +$714K ﹤0.01% 4614
2022
Q4 		$779K Buy
17,008
+8,296
+95% +$379K ﹤0.01% 5005
2022
Q3 		$397K Sell
8,712
-11,483
-57% -$548K ﹤0.01% 5382
2022
Q2 		$970K Sell
20,195
-154,176
-88% -$7.48M ﹤0.01% 5033
2022
Q1 		$8.81M Sell
174,371
-164,262
-49% -$8.54M ﹤0.01% 3059
2021
Q4 		$18.3M Buy
338,633
+64,938
+24% +$3.51M ﹤0.01% 2263
2021
Q3 		$14.9M Buy
273,695
+93,263
+52% +$5.11M ﹤0.01% 2417
2021
Q2 		$9.83M Buy
180,432
+71,292
+65% +$3.86M ﹤0.01% 3001
2021
Q1 		$5.86M Buy
109,140
+23,218
+27% +$1.27M ﹤0.01% 3243
2020
Q4 		$4.79M Buy
85,922
+49,743
+137% +$2.77M ﹤0.01% 3303
2020
Q3 		$2.02M Buy
36,179
+20,417
+130% +$1.15M ﹤0.01% 3648
2020
Q2 		$882K Buy
15,762
+9,077
+136% +$503K ﹤0.01% 4266
2020
Q1 		$361K Sell
6,685
-2,582
-28% -$139K ﹤0.01% 4560
2019
Q4 		$492K Buy
+9,267
New +$495K ﹤0.01% 4930

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley's BBAG Position: Q1 2026 in Review

Morgan Stanley increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 9.7% in Q1 2026, buying an estimated $1.03M and bringing the position to 249,232 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Morgan Stanley first reported a position in BBAG in Q4 2019 and has held it in 26 quarters since. The position peaked at $38.8M in Q4 2023. 110 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Morgan Stanley held 249,232 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $11.5M as of Q1 2026.
  • Morgan Stanley bought 22,123 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $1.03M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3457 holding.
  • Morgan Stanley first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Morgan Stanley's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $38.8M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.